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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,539 | $175,259-60.3% | $149,723-53.6% | $139,487-50.1% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 7.51% | 166.82%-159.3pp | 134.50%-127.0pp | 373.84%-366.3pp |
| Employer contribution / active EE | $2,602 | $5,478-52.5% | $4,821-46.0% | $4,755-45.3% |
| Participant deferral / active EE | $6,302 | $6,522-3.4% | $5,682+10.9% | $6,713-6.1% |
| Admin fee / account holder | $7,595 | $16,158-53.0% | $13,215-42.5% | $11,407-33.4% |